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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Valley Forge, PA

Every SEC-registered investment adviser representative at a firm office in Valley Forge, with the firms that employ the most of them.

The short answer

2 registered advisors work in Valley Forge; the most are at Osaic Wealth, Inc. (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Valley Forge

FirmAdvisors in Valley Forge
Osaic Wealth, Inc. news1
Vanguard Advisers, Inc. news1

Advisors in Valley Forge, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

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Pittsburgh 1,500Philadelphia 1,115Malvern 828Conshohocken 477Wayne 399Allentown 386Lancaster 385Radnor 338Berwyn 296Sewickley 279West Chester 278Newtown Square 266Doylestown 239Erie 235Yardley 235Bala Cynwyd 226York 222Fort Washington 216Canonsburg 203Newtown 193Camp Hill 179West Conshohocken 179Exton 177King Of Prussia 171

Questions

How many financial advisors are in Valley Forge, PA?

2 investment adviser representatives are registered at firm offices in Valley Forge, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Valley Forge?

Osaic Wealth, Inc., with 1 registered advisors in Valley Forge, followed by Vanguard Advisers, Inc. with 1.

How do I check a financial advisor in Valley Forge?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.